1 to 2 of 2 Wealth Management Jobs in Wiltshire

and greeting at the office You will be responsible for business submission using bespoke software. Your role will involve day-to-day use and management of the Practices CRM database You will keep the back-office system updated maintaining live files and case notes You will be responsible for … bespoke software Excellent literacy, numeracy, and communication skills Strong attention to detail and able to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total … discretion St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £179bn. This business more »

We are currently seeking a Client Service Specialist to join a well-established financial wealth management company based in Swindon. If you have passion for the financial industry and experience within a similar role this is a great opportunity to join a fast growing, encouraging and nurturing business more »